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ASSETMARK, INC

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13F filer, CIK 1344551, CONCORD, CA

ASSETMARK, INC reported $49,039,977,671 across 3,443 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 27.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001344551-26-000005

Period
2026-03-31
Reported value
$49B
Holdings
3,443
Top 10 weight
27.7%
New
264
Sold out
191

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILadded+4,246,874$389M
SPTMadded+2,687,718$212M
VOOadded+260,752$156M
EIXadded+1,469,860$108M
MUadded+296,850$100M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-460,450-$301M
SSOreduced-3,435,212-$178M
VSTreduced-858,940-$129M
EMBreduced-988,554-$92.9M
MTUMreduced-328,158-$78.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001344551-26-000005, largest first. % of portfolio is the value over $49,039,977,671, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208 shares; 2026Q1: 208 shares 208$5.91K<0.01%0Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$5.91K<0.01%0Timeline
GEF-BGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares 67$5.87K<0.01%newTimeline
FSBCFIVE STAR BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155$5.85K<0.01%newTimeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 27 shares; 2025Q4: 35 shares; 2026Q1: 57 shares 57$5.84K<0.01%+22Timeline
ISCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 92 shares; 2025Q1: 87 shares; 2025Q2: 92 shares; 2025Q3: 89 shares; 2025Q4: 257 shares; 2026Q1: 84 shares 84$5.84K<0.01%-173Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$5.83K<0.01%0Timeline
STRASTRATEGIC ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 219 shares; 2025Q1: 256 shares; 2025Q2: 395 shares; 2025Q3: 58 shares; 2025Q4: 65 shares; 2026Q1: 70 shares 70$5.81K<0.01%+5Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 373 shares; 2025Q1: 387 shares; 2025Q2: 526 shares; 2025Q3: 236 shares; 2025Q4: 127 shares; 2026Q1: 76 shares 76$5.8K<0.01%-51Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 992 shares; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares 368$5.8K<0.01%newTimeline
ECATBLACKROCK ESG CAP ALLC TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427$5.8K<0.01%0Timeline
FLCEADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212$5.79K<0.01%0Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 59 shares 59$5.78K<0.01%-109Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares 116$5.74K<0.01%0Timeline
IESCIES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 12 shares 12$5.72K<0.01%+2Timeline
DECTAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160$5.69K<0.01%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 93 shares; 2025Q4: 84 shares; 2026Q1: 96 shares 96$5.67K<0.01%+12Timeline
COMBGRANITESHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215$5.65K<0.01%0Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 95 shares; 2025Q1: 118 shares; 2025Q2: 209 shares; 2025Q3: 207 shares; 2025Q4: 162 shares; 2026Q1: 86 shares 86$5.64K<0.01%-76Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,383 shares; 2024Q4: 91,781 shares; 2025Q1: 7,946 shares; 2025Q2: 7,533 shares; 2025Q3: 9,185 shares; 2025Q4: 4,910 shares; 2026Q1: 567 shares 567$5.64K<0.01%-4,343Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 33 shares; 2025Q3: 28 shares; 2025Q4: 32 shares; 2026Q1: 41 shares 41$5.62K<0.01%+9Timeline
MFICMIDCAP FINANCIAL INVSTMNT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$5.62K<0.01%0Timeline
FCCOFIRST CMNTY CORP S CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192$5.61K<0.01%newTimeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 7,047 shares; 2025Q1: 192 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 49 shares; 2026Q1: 97 shares 97$5.59K<0.01%+48Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 43 shares; 2025Q4: 34 shares; 2026Q1: 33 shares 33$5.58K<0.01%-1Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165$5.57K<0.01%0Timeline
IDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 137 shares 137$5.54K<0.01%+85Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 83 shares 83$5.5K<0.01%+73Timeline
PICKISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97$5.49K<0.01%0Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 247 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197$5.46K<0.01%0Timeline
ACADACADIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 28 shares; 2025Q3: 197 shares; 2025Q4: 222 shares; 2026Q1: 245 shares 245$5.45K<0.01%+23Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares 123$5.45K<0.01%newTimeline
CASHPATHWARD FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61$5.44K<0.01%0Timeline
WBWEIBO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 212 shares; 2026Q1: 620 shares 620$5.42K<0.01%+408Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 50 shares 50$5.42K<0.01%+17Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 34 shares; 2025Q3: 58 shares; 2025Q4: 63 shares; 2026Q1: 61 shares 61$5.42K<0.01%-2Timeline
HPPHUDSON PACIFIC PROPERTIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789 shares; 2026Q1: 915 shares 915$5.41K<0.01%+126Timeline
IFLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300$5.38K<0.01%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 79 shares; 2025Q1: 5 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 41 shares; 2026Q1: 100 shares 100$5.38K<0.01%+59Timeline
TJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 183 shares 183$5.37K<0.01%+145Timeline
EMTLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126$5.36K<0.01%0Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 101 shares 101$5.36K<0.01%-1Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 83 shares; 2025Q4: 122 shares; 2026Q1: 71 shares 71$5.34K<0.01%-51Timeline
FCPIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 216 shares; 2025Q4: 192 shares; 2026Q1: 108 shares 108$5.31K<0.01%-84Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104$5.31K<0.01%0Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 1,551 shares; 2025Q4: 1,538 shares; 2026Q1: 197 shares 197$5.3K<0.01%-1,341Timeline
IAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$5.29K<0.01%0Timeline
SPYCSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 134 shares 134$5.29K<0.01%+125Timeline
FXGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 83 shares 83$5.29K<0.01%-12Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 25 shares; 2025Q1: 18 shares; 2025Q2: 60 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 57 shares 57$5.22K<0.01%-1Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: 391 shares; 2025Q4: 427 shares; 2026Q1: 469 shares 469$5.21K<0.01%+42Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 15 shares; 2025Q1: 6 shares; 2025Q2: 36 shares; 2025Q3: 32 shares; 2025Q4: 93 shares; 2026Q1: 102 shares 102$5.18K<0.01%+9Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,861 shares; 2024Q4: 26,607 shares; 2025Q1: 27,434 shares; 2025Q2: 3,194 shares; 2025Q3: 2,605 shares; 2025Q4: 2,208 shares; 2026Q1: 170 shares 170$5.18K<0.01%-2,038Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 435 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 103 shares 103$5.16K<0.01%-331Timeline
FXUFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares 104$5.16K<0.01%0Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 4 shares; 2025Q1: 60 shares; 2025Q2: 75 shares; 2025Q3: 94 shares; 2025Q4: 39 shares; 2026Q1: 44 shares 44$5.14K<0.01%+5Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$5.13K<0.01%0Timeline
SNCYSUN CTRY AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 310 shares 310$5.12K<0.01%+77Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 86 shares; 2025Q3: 83 shares; 2025Q4: 100 shares; 2026Q1: 104 shares 104$5.09K<0.01%+4Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97$5.09K<0.01%0Timeline
ATENA10 NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 141 shares; 2025Q3: 154 shares; 2025Q4: 164 shares; 2026Q1: 220 shares 220$5.09K<0.01%+56Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 335 shares; 2026Q1: 141 shares 141$5.07K<0.01%-194Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: 108 shares; 2025Q4: 99 shares; 2026Q1: 100 shares 100$5.07K<0.01%+1Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 994 shares; 2025Q2: 929 shares; 2025Q3: 905 shares; 2025Q4: 832 shares; 2026Q1: 374 shares 374$5.05K<0.01%-458Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 709 shares; 2025Q1: 110 shares; 2025Q2: 134 shares; 2025Q3: 127 shares; 2025Q4: 92 shares; 2026Q1: 46 shares 46$5.05K<0.01%-46Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 53 shares; 2025Q1: 46 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 42 shares; 2026Q1: 51 shares 51$5.04K<0.01%+9Timeline
HAUZDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 149 shares; 2025Q4: 114 shares; 2026Q1: 223 shares 223$5.04K<0.01%+109Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 555 shares; 2025Q2: 366 shares; 2025Q3: 365 shares; 2025Q4: 364 shares; 2026Q1: 100 shares 100$5.03K<0.01%-264Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114$5.03K<0.01%0Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 436 shares 436$5.02K<0.01%-17Timeline
MVVPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 601 shares; 2025Q1: 556 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70$5.02K<0.01%0Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 54 shares; 2025Q4: 60 shares; 2026Q1: 72 shares 72$4.98K<0.01%+12Timeline
FCVTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112$4.95K<0.01%0Timeline
FINVFINVOLUTION GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 1,026 shares 1,026$4.92K<0.01%+967Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 14 shares; 2025Q1: 18 shares; 2025Q2: 23 shares; 2025Q3: 8 shares; 2025Q4: 21 shares; 2026Q1: 13 shares 13$4.91K<0.01%-8Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 192 shares 192$4.85K<0.01%+120Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 114 shares; 2026Q1: 77 shares 77$4.85K<0.01%-37Timeline
IQIINVESCO QUALITY MUN INCOME TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$4.81K<0.01%0Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 14 shares; 2025Q3: 3 shares; 2025Q4: 40 shares; 2026Q1: 66 shares 66$4.81K<0.01%+26Timeline
PGROPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$4.79K<0.01%0Timeline
IMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151$4.78K<0.01%0Timeline
PHIPLDT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 262 shares; 2026Q1: 224 shares 224$4.71K<0.01%-38Timeline
FCFFIRST COMWLTH FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares 266$4.68K<0.01%newTimeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 256 shares; 2025Q4: 313 shares; 2026Q1: 247 shares 247$4.65K<0.01%-66Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 489 shares; 2025Q1: 597 shares; 2025Q2: 1,606 shares; 2025Q3: 635 shares; 2025Q4: 21 shares; 2026Q1: 591 shares 591$4.63K<0.01%+570Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 129 shares; 2025Q4: 265 shares; 2026Q1: 376 shares 376$4.63K<0.01%+111Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 47 shares; 2026Q1: 63 shares 63$4.63K<0.01%+16Timeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 471 shares; 2025Q4: 672 shares; 2026Q1: 471 shares 471$4.62K<0.01%-201Timeline
PIEQPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 136 shares 136$4.62K<0.01%0Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares 336$4.59K<0.01%0Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 25 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186$4.58K<0.01%0Timeline
SLABSILICON LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 302 shares; 2025Q1: 301 shares; 2025Q2: 20 shares; 2025Q3: 17 shares; 2025Q4: 23 shares; 2026Q1: 22 shares 22$4.58K<0.01%-1Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 4 shares; 2025Q4: 13 shares; 2026Q1: 63 shares 63$4.58K<0.01%+50Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 86 shares 86$4.58K<0.01%+11Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117$4.56K<0.01%0Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 47 shares 47$4.52K<0.01%+9Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 104 shares; 2025Q3: 886 shares; 2025Q4: 412 shares; 2026Q1: 115 shares 115$4.52K<0.01%-297Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134$4.52K<0.01%0Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,591 shares; 2024Q4: 23,355 shares; 2025Q1: 24,298 shares; 2025Q2: 1,705 shares; 2025Q3: 1,573 shares; 2025Q4: 1,574 shares; 2026Q1: 429 shares 429$4.52K<0.01%-1,145Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 203 shares 203$4.52K<0.01%+191Timeline
DHFBNY MELLON HIGH YIELD STRATEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares 1,837$4.48K<0.01%0Timeline
AVMCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$4.48K<0.01%0Timeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 5,876 shares; 2025Q1: 5,372 shares; 2025Q2: 364 shares; 2025Q3: 293 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248$4.46K<0.01%0Timeline
GUTGABELLI UTIL TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730$4.42K<0.01%0Timeline
PDTHANCOCK JOHN PREM DIVID FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares 336$4.4K<0.01%0Timeline
FSBWFS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114$4.4K<0.01%newTimeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$4.39K<0.01%0Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 339 shares 339$4.38K<0.01%+215Timeline
BSACBANCO SANTANDER CHILE NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 6 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 131 shares 131$4.38K<0.01%+56Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$4.37K<0.01%0Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 120 shares 120$4.37K<0.01%+98Timeline
WAYWAYSTAR HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 181 shares 181$4.36K<0.01%+172Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 21 shares; 2025Q3: 119 shares; 2025Q4: 128 shares; 2026Q1: 45 shares 45$4.35K<0.01%-83Timeline
GDENGOLDEN ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 130 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 163 shares 163$4.35K<0.01%+25Timeline
CWENACLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 35 shares; 2025Q2: 105 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 111 shares 111$4.35K<0.01%-10Timeline
ASBASSOCIATED BANC-CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 76 shares; 2025Q3: 249 shares; 2025Q4: 155 shares; 2026Q1: 168 shares 168$4.34K<0.01%+13Timeline
DECWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares 130$4.34K<0.01%0Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 410 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411$4.34K<0.01%0Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 750 shares; 2025Q1: 735 shares; 2025Q2: 372 shares; 2025Q3: 310 shares; 2025Q4: 398 shares; 2026Q1: 252 shares 252$4.34K<0.01%-146Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 35 shares; 2025Q4: 53 shares; 2026Q1: 46 shares 46$4.33K<0.01%-7Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 273 shares; 2025Q3: 89 shares; 2025Q4: 110 shares; 2026Q1: 124 shares 124$4.32K<0.01%+14Timeline
HQLABRDN LIFE SCIENCES INVESTORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265$4.31K<0.01%0Timeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 200 shares 200$4.3K<0.01%+58Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 27 shares; 2025Q1: 16 shares; 2025Q2: 251 shares; 2025Q3: 255 shares; 2025Q4: 164 shares; 2026Q1: 118 shares 118$4.3K<0.01%-46Timeline
QQXTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44$4.29K<0.01%newTimeline
BUGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 171 shares 171$4.29K<0.01%0Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 182 shares; 2025Q1: 26 shares; 2025Q2: 76 shares; 2025Q3: 215 shares; 2025Q4: 410 shares; 2026Q1: 180 shares 180$4.25K<0.01%-230Timeline
FIVAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122$4.25K<0.01%newTimeline
SCCRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165$4.24K<0.01%0Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 765 shares; 2025Q1: 14 shares; 2025Q2: 5 shares; 2025Q3: 635 shares; 2025Q4: 360 shares; 2026Q1: 31 shares 31$4.24K<0.01%-329Timeline
ELPCCOMPANHIA PARANAENSE DE ENERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 65 shares; 2026Q1: 354 shares 354$4.23K<0.01%+289Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 23 shares; 2026Q1: 15 shares 15$4.22K<0.01%-8Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 878 shares; 2025Q2: 809 shares; 2025Q3: 828 shares; 2025Q4: 829 shares; 2026Q1: 57 shares 57$4.21K<0.01%-772Timeline
RGTIRIGETTI COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 300 shares 300$4.21K<0.01%+100Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129$4.21K<0.01%0Timeline
SITCSITE CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,176 shares; 2024Q4: 89,705 shares; 2025Q1: 221,632 shares; 2025Q2: 196,953 shares; 2025Q3: 247,595 shares; 2025Q4: 202,971 shares; 2026Q1: 775 shares 775$4.18K<0.01%-202,196Timeline
EDGFADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 169 shares 169$4.18K<0.01%-62Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 72 shares 72$4.17K<0.01%-5Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 416 shares; 2025Q1: 381 shares; 2025Q2: 89 shares; 2025Q3: 683 shares; 2025Q4: 73 shares; 2026Q1: 84 shares 84$4.16K<0.01%+11Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 131 shares; 2025Q3: 207 shares; 2025Q4: 165 shares; 2026Q1: 169 shares 169$4.15K<0.01%+4Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 41 shares; 2025Q1: 88 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 69 shares 69$4.15K<0.01%+47Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares 168$4.12K<0.01%0Timeline
FFOGFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$4.11K<0.01%newTimeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103$4.09K<0.01%0Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 57 shares; 2025Q3: 238 shares; 2025Q4: 1,906 shares; 2026Q1: 317 shares 317$4.08K<0.01%-1,589Timeline
WRLDWORLD ACCEP CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 20 shares; 2025Q3: 21 shares; 2025Q4: 24 shares; 2026Q1: 30 shares 30$4.05K<0.01%+6Timeline
QUIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150$4.04K<0.01%newTimeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 71 shares; 2025Q2: 85 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$4.04K<0.01%0Timeline
FFSMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126 shares; 2026Q1: 126 shares 126$4.04K<0.01%0Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 137 shares 137$4.03K<0.01%0Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,841 shares; 2024Q4: 46,830 shares; 2025Q1: 46,651 shares; 2025Q2: 2,732 shares; 2025Q3: 2,630 shares; 2025Q4: 1,455 shares; 2026Q1: 281 shares 281$4.01K<0.01%-1,174Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 27 shares 27$4K<0.01%-8Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 52 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 1 shares; 2025Q4: 5 shares; 2026Q1: 71 shares 71$3.99K<0.01%+66Timeline
CAPLCROSSAMERICA PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190$3.95K<0.01%newTimeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 175 shares; 2026Q1: 116 shares 116$3.94K<0.01%-59Timeline
GGBGERDAU SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 1,084 shares 1,084$3.91K<0.01%+164Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 233 shares; 2026Q1: 208 shares 208$3.91K<0.01%-25Timeline
IXPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34$3.9K<0.01%0Timeline
CRAICRA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 24 shares 24$3.88K<0.01%+2Timeline
MMSMAXIMUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 2 shares; 2025Q2: 38 shares; 2025Q3: 92 shares; 2025Q4: 131 shares; 2026Q1: 61 shares 61$3.88K<0.01%-70Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 49 shares 49$3.88K<0.01%-277Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 108 shares; 2025Q1: 1 shares; 2025Q2: 67 shares; 2025Q3: 116 shares; 2025Q4: 142 shares; 2026Q1: 148 shares 148$3.86K<0.01%+6Timeline
CXHMFS INVT GRADE MUN TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480 shares 480$3.83K<0.01%newTimeline
DACDANAOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 662 shares; 2025Q1: 3 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 42 shares; 2026Q1: 34 shares 34$3.83K<0.01%-8Timeline
TGTXTG THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 107 shares; 2025Q3: 102 shares; 2025Q4: 113 shares; 2026Q1: 115 shares 115$3.82K<0.01%+2Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 22 shares 22$3.82K<0.01%+17Timeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: 308 shares; 2026Q1: 158 shares 158$3.81K<0.01%-150Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 858 shares; 2025Q4: 748 shares; 2026Q1: 420 shares 420$3.79K<0.01%-328Timeline
ITGRINTEGER HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 1 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43$3.78K<0.01%0Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 86 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88$3.76K<0.01%0Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 114 shares 114$3.76K<0.01%-16Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 50 shares; 2025Q4: 32 shares; 2026Q1: 44 shares 44$3.74K<0.01%+12Timeline
FTMAPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417$3.74K<0.01%newTimeline
BKIEBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: not reported; 2026Q1: 40 shares 40$3.74K<0.01%newTimeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 109 shares 109$3.71K<0.01%+17Timeline
LEVILEVI STRAUSS & CO NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 402 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$3.7K<0.01%0Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,021 shares; 2025Q1: 3,739 shares; 2025Q2: 3,497 shares; 2025Q3: 7,501 shares; 2025Q4: 5,864 shares; 2026Q1: 156 shares 156$3.69K<0.01%-5,708Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172$3.68K<0.01%0Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 107 shares; 2025Q2: 129 shares; 2025Q3: 25 shares; 2025Q4: 21 shares; 2026Q1: 18 shares 18$3.67K<0.01%-3Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares 99$3.67K<0.01%newTimeline
RODMLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93$3.67K<0.01%0Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 12 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$3.65K<0.01%0Timeline
GABGABELLI EQUITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648$3.63K<0.01%0Timeline
TKCTURKCELL ILETISIMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 61 shares; 2025Q3: 190 shares; 2025Q4: 174 shares; 2026Q1: 594 shares 594$3.58K<0.01%+420Timeline
CCBCOASTAL FINL CORP WAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 88 shares; 2025Q1: 77 shares; 2025Q2: 62 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 47 shares 47$3.58K<0.01%-8Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 36 shares; 2025Q4: 16 shares; 2026Q1: 31 shares 31$3.56K<0.01%+15Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$3.53K<0.01%0Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 128 shares; 2025Q3: 137 shares; 2025Q4: 126 shares; 2026Q1: 170 shares 170$3.53K<0.01%+44Timeline
RTHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14$3.51K<0.01%0Timeline
SLGSL GREEN RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 292 shares; 2025Q1: 362 shares; 2025Q2: 401 shares; 2025Q3: 136 shares; 2025Q4: 126 shares; 2026Q1: 95 shares 95$3.51K<0.01%-31Timeline
OTTROTTER TAIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 11 shares; 2025Q3: 62 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$3.5K<0.01%0Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$3.5K<0.01%0Timeline
NMZNUVEEN MUN HIGH INCOME OPPORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares 336$3.49K<0.01%0Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 41 shares; 2025Q4: 166 shares; 2026Q1: 205 shares 205$3.47K<0.01%+39Timeline
JANWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 95 shares 95$3.47K<0.01%0Timeline
ESQESQUIRE FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 32 shares 32$3.44K<0.01%+2Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 81 shares; 2025Q2: 82 shares; 2025Q3: 73 shares; 2025Q4: 139 shares; 2026Q1: 164 shares 164$3.42K<0.01%+25Timeline
HQHABRDN HEALTHCARE INVESTORSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares; 2025Q4: 204 shares; 2026Q1: 192 shares 192$3.42K<0.01%-12Timeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 422 shares 422$3.41K<0.01%+387Timeline
XFFCXFLAHERTY & CRUMRIN PFD & INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220$3.41K<0.01%0Timeline
PMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 76 shares 76$3.39K<0.01%-214Timeline
OBEOBSIDIAN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares 357$3.38K<0.01%newTimeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 2,702 shares; 2025Q1: 2,355 shares; 2025Q2: 2,558 shares; 2025Q3: 2,459 shares; 2025Q4: 269 shares; 2026Q1: 128 shares 128$3.38K<0.01%-141Timeline
FLCAFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$3.38K<0.01%0Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66 shares 66$3.35K<0.01%newTimeline
TYGTORTOISE ENERGY INFRSTRCTR CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67$3.34K<0.01%0Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 25 shares; 2025Q1: 62 shares; 2025Q2: 59 shares; 2025Q3: 56 shares; 2025Q4: 85 shares; 2026Q1: 76 shares 76$3.32K<0.01%-9Timeline
EYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$3.31K<0.01%0Timeline
AFEMFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: not reported; 2026Q1: 40 shares 40$3.29K<0.01%newTimeline
FXZFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 66 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43$3.28K<0.01%0Timeline
EL PASO ENERGY CAP TR IEL PASO ENERGY CAP TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 64 shares 64$3.25K<0.01%+63
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$3.24K<0.01%0Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 116 shares 116$3.24K<0.01%-146Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 97 shares; 2026Q1: 98 shares 98$3.22K<0.01%+1Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 54 shares; 2025Q1: 44 shares; 2025Q2: 31 shares; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 87 shares 87$3.21K<0.01%newTimeline
IOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$3.19K<0.01%0Timeline
TRNTRINITY INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 96 shares; 2026Q1: 99 shares 99$3.19K<0.01%+3Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 27 shares 27$3.18K<0.01%+15Timeline
XBOEXBLACKROCK ENHANCED GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288$3.16K<0.01%0Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 70 shares 70$3.12K<0.01%+26Timeline
SASEABRIDGE GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110$3.12K<0.01%newTimeline
IIPRINNOVATIVE INDL PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 9,252 shares; 2025Q1: 7,519 shares; 2025Q2: 97 shares; 2025Q3: 73 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62$3.11K<0.01%+1Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 33 shares; 2025Q4: 59 shares; 2026Q1: 46 shares 46$3.09K<0.01%-13Timeline
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135$3.09K<0.01%0Timeline
ARKXARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 105 shares 105$3.08K<0.01%+100Timeline
TRINTRINITY CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209$3.07K<0.01%0Timeline
ABALLIANCEBERNSTEIN HLDG L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 82 shares 82$3.07K<0.01%+1Timeline
BGCBGC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313$3.06K<0.01%0Timeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 149 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 145 shares 145$3.06K<0.01%+7Timeline
BHFBRIGHTHOUSE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 72 shares; 2025Q2: 54 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 51 shares 51$3.05K<0.01%+19Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 16 shares; 2025Q4: 17 shares; 2026Q1: 45 shares 45$3.04K<0.01%+28Timeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 108 shares 108$3.04K<0.01%+100Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 144 shares 144$3.03K<0.01%+100Timeline
FULTFULTON FINL CORP PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 52 shares; 2025Q4: 169 shares; 2026Q1: 149 shares 149$3.03K<0.01%-20Timeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72$3.02K<0.01%0Timeline
RLXRLX TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 933 shares; 2025Q4: 628 shares; 2026Q1: 1,348 shares 1,348$2.97K<0.01%+720Timeline
IGAVOYA GLBL ADV & PREM OPP FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310$2.96K<0.01%newTimeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15$2.96K<0.01%newTimeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132 shares; 2026Q1: 132 shares 132$2.95K<0.01%0Timeline
AVKADVENT CONV & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262$2.92K<0.01%0Timeline
NGVCNATURAL GROCERS BY VITAMINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 113 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 113 shares 113$2.92K<0.01%-55Timeline
FEGERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 62 shares 62$2.91K<0.01%+50Timeline
ORAORMAT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 20 shares; 2026Q1: 26 shares 26$2.91K<0.01%+6Timeline
IMVTIMMUNOVANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,610 shares; 2025Q1: 2,321 shares; 2025Q2: 133 shares; 2025Q3: 112 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117$2.91K<0.01%0Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,661 shares; 2025Q1: 1,710 shares; 2025Q2: 1,726 shares; 2025Q3: 1,896 shares; 2025Q4: 1,394 shares; 2026Q1: 34 shares 34$2.88K<0.01%-1,360Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$2.88K<0.01%0Timeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: not reported; 2026Q1: 105 shares 105$2.87K<0.01%newTimeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 48 shares 48$2.86K<0.01%+46Timeline
AKO-AEMBOTELLADORA ANDINA S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 113 shares; 2025Q3: 129 shares; 2025Q4: 147 shares; 2026Q1: 129 shares 129$2.86K<0.01%-18Timeline
GEOGEO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 170 shares 170$2.86K<0.01%+166Timeline
STEWSRH TOTAL RETURN FUND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$2.86K<0.01%0Timeline
AIEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 91 shares; 2026Q1: 66 shares 66$2.85K<0.01%-25Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199,131 shares; 2024Q4: 95,303 shares; 2025Q1: 148,636 shares; 2025Q2: 59,120 shares; 2025Q3: 33,013 shares; 2025Q4: 39 shares; 2026Q1: 38 shares 38$2.84K<0.01%-1Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 446 shares; 2025Q3: 1,056 shares; 2025Q4: 593 shares; 2026Q1: 84 shares 84$2.83K<0.01%-509Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,069,789 shares; 2025Q1: 572 shares; 2025Q2: 112 shares; 2025Q3: 106 shares; 2025Q4: 42 shares; 2026Q1: 34 shares 34$2.83K<0.01%-8Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196 shares 196$2.83K<0.01%newTimeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,588 shares; 2025Q1: 1,579 shares; 2025Q2: 150 shares; 2025Q3: 93 shares; 2025Q4: 94 shares; 2026Q1: 78 shares 78$2.83K<0.01%-16Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,513 shares; 2025Q3: 4,303 shares; 2025Q4: 1,014 shares; 2026Q1: 150 shares 150$2.83K<0.01%-864Timeline
SDCIUSCF ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103$2.81K<0.01%newTimeline
HCMHUTCHMED CHINA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 38 shares; 2026Q1: 187 shares 187$2.8K<0.01%+149Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 976 shares; 2025Q1: 564 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$2.8K<0.01%0Timeline
GIIIG III APPAREL GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 82 shares; 2026Q1: 101 shares 101$2.8K<0.01%+19Timeline
BSBRBANCO SANTANDER BRASIL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 491 shares; 2025Q4: 479 shares; 2026Q1: 470 shares 470$2.79K<0.01%-9Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 1 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 66 shares 66$2.77K<0.01%-1Timeline
PIEINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares 106$2.76K<0.01%newTimeline
FCAFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 88 shares 88$2.76K<0.01%0Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,176 shares; 2025Q1: 2,198 shares; 2025Q2: 2,235 shares; 2025Q3: 160 shares; 2025Q4: 126 shares; 2026Q1: 68 shares 68$2.76K<0.01%-58Timeline
SAICSCIENCE APPLICATIONS INTL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,508 shares; 2024Q4: 225,733 shares; 2025Q1: 1,141 shares; 2025Q2: 293 shares; 2025Q3: 145 shares; 2025Q4: 33 shares; 2026Q1: 29 shares 29$2.75K<0.01%-4Timeline
IHYVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128$2.75K<0.01%0Timeline
AWPABRDN GLOBAL PREMIER PPTYS FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares 248$2.74K<0.01%newTimeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 34 shares; 2025Q4: 68 shares; 2026Q1: 26 shares 26$2.73K<0.01%-42Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 118 shares; 2026Q1: 104 shares 104$2.71K<0.01%-14Timeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$2.69K<0.01%0Timeline
YEXTYEXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares 692$2.66K<0.01%0Timeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 279 shares; 2025Q4: 182 shares; 2026Q1: 183 shares 183$2.64K<0.01%+1Timeline
CUKCARNIVAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 162 shares; 2025Q3: 205 shares; 2025Q4: 182 shares; 2026Q1: 102 shares 102$2.63K<0.01%-80Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 284 shares; 2025Q4: 271 shares; 2026Q1: 233 shares 233$2.63K<0.01%-38Timeline
CHICALAMOS CONV OPPORTUNITIES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 241 shares 241$2.59K<0.01%0Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 52 shares 52$2.59K<0.01%-1Timeline
DEWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39$2.59K<0.01%0Timeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 120 shares; 2025Q1: 5,456 shares; 2025Q2: 84 shares; 2025Q3: 52 shares; 2025Q4: 47 shares; 2026Q1: 41 shares 41$2.58K<0.01%-6Timeline
PCEFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: 137 shares 137$2.58K<0.01%newTimeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares 67$2.58K<0.01%0Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 670 shares; 2025Q4: 921 shares; 2026Q1: 98 shares 98$2.57K<0.01%-823Timeline
AGFIRST MAJESTIC SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$2.56K<0.01%0Timeline
IBOCINTERNATIONAL BANCSHARES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 13 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 38 shares 38$2.56K<0.01%+27Timeline
SDOGALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 312 shares; 2025Q1: 746 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 39 shares 39$2.54K<0.01%-211Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 33 shares; 2026Q1: 28 shares 28$2.54K<0.01%-5Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28$2.53K<0.01%0Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49$2.53K<0.01%0Timeline
PINKSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75$2.52K<0.01%newTimeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$2.52K<0.01%0Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$2.51K<0.01%0Timeline
NPOENPRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 10 shares 10$2.51K<0.01%+6Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 52 shares 52$2.5K<0.01%-8Timeline
EDGHADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73$2.5K<0.01%0Timeline
AIPOTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100$2.5K<0.01%newTimeline
GLIBKLIBERTY CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 77 shares; 2026Q1: 67 shares 67$2.49K<0.01%-10Timeline
WDIWESTERN ASSET DIVERSIFIED INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185$2.49K<0.01%0Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$2.48K<0.01%newTimeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 27 shares 27$2.47K<0.01%-15Timeline
SMTHALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 96 shares 96$2.47K<0.01%-208Timeline
CVBFCVB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127$2.46K<0.01%0Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 17 shares 17$2.46K<0.01%+6Timeline
IFVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471 shares; 2025Q4: not reported; 2026Q1: 97 shares 97$2.45K<0.01%newTimeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49$2.44K<0.01%0Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$2.44K<0.01%newTimeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114$2.43K<0.01%newTimeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 70 shares; 2025Q4: 85 shares; 2026Q1: 129 shares 129$2.43K<0.01%+44Timeline
HSCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61$2.42K<0.01%0Timeline
JHSCJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 56 shares 56$2.4K<0.01%-13Timeline
DMXUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 977 shares; 2025Q1: 91 shares; 2025Q2: 90 shares; 2025Q3: 88 shares; 2025Q4: 70 shares; 2026Q1: 68 shares 68$2.39K<0.01%-2Timeline
CTSCTS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$2.39K<0.01%0Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 14 shares; 2026Q1: 9 shares 9$2.39K<0.01%-5Timeline
FEUZFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares 38$2.37K<0.01%0Timeline
CDPCOPT DEFENSE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 48 shares; 2025Q4: 91 shares; 2026Q1: 77 shares 77$2.36K<0.01%-14Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59$2.36K<0.01%0Timeline
LIFLIFE360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 14 shares; 2025Q4: 6,505 shares; 2026Q1: 57 shares 57$2.33K<0.01%-6,448Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 1,335 shares; 2025Q3: 5,520 shares; 2025Q4: 227 shares; 2026Q1: 95 shares 95$2.32K<0.01%-132Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 170 shares 170$2.31K<0.01%+13Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 2 shares; 2025Q2: 13 shares; 2025Q3: 11 shares; 2025Q4: 20 shares; 2026Q1: 15 shares 15$2.29K<0.01%-5Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 92 shares; 2026Q1: 120 shares 120$2.27K<0.01%+28Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 240 shares; 2025Q3: 142 shares; 2025Q4: 33 shares; 2026Q1: 278 shares 278$2.27K<0.01%+245Timeline
LINELINEAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 186 shares; 2025Q1: 34 shares; 2025Q2: 24 shares; 2025Q3: 11 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$2.26K<0.01%0Timeline
FSSLFS SPECIALTY LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares; 2026Q1: 180 shares 180$2.25K<0.01%-222Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares 26$2.25K<0.01%newTimeline
OPPJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41$2.23K<0.01%0Timeline
JGHNUVEEN GLOBAL HIGH INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1,719 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182$2.22K<0.01%0Timeline
FSCSFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63$2.22K<0.01%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 22 shares; 2026Q1: 29 shares 29$2.21K<0.01%+7Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 56 shares; 2026Q1: 194 shares 194$2.21K<0.01%+138Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$2.18K<0.01%0Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 171 shares 171$2.18K<0.01%0Timeline
LRGGNOMURA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85$2.18K<0.01%0Timeline
MCFTMASTERCRAFT BOAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares 106$2.17K<0.01%newTimeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,327 shares; 2025Q1: 1,375 shares; 2025Q2: 1,446 shares; 2025Q3: 1,432 shares; 2025Q4: 1,436 shares; 2026Q1: 119 shares 119$2.15K<0.01%-1,317Timeline
FTXRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56$2.13K<0.01%0Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 28 shares 28$2.11K<0.01%-6Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 11 shares; 2025Q2: 43 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 44 shares 44$2.09K<0.01%-4Timeline
GLDDGREAT LAKES DREDGE & DOCK COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 123 shares 123$2.09K<0.01%0Timeline
MZTIMARZETTI COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 15 shares 15$2.08K<0.01%+3Timeline
ACLXARCELLX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 50 shares; 2026Q1: 18 shares 18$2.07K<0.01%-32Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 98 shares; 2025Q1: 52 shares; 2025Q2: 88 shares; 2025Q3: 142 shares; 2025Q4: 61 shares; 2026Q1: 23 shares 23$2.07K<0.01%-38Timeline
MRXMAREX GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,476 shares; 2025Q1: 1,452 shares; 2025Q2: 1,740 shares; 2025Q3: 1,727 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$2.05K<0.01%0Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149$2.05K<0.01%0Timeline
TRSTRIMAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57$2.05K<0.01%0Timeline
LVLULULUS FASHION LOUNGE HOLDINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$2.05K<0.01%0Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares 103$2.04K<0.01%newTimeline
SILASILA REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 30 shares; 2026Q1: 86 shares 86$2.04K<0.01%+56Timeline
NLOPNET LEASE OFFICE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 84 shares; 2025Q4: 82 shares; 2026Q1: 176 shares 176$2.03K<0.01%+94Timeline
VLGEAVILLAGE SUPER MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48$2.03K<0.01%0Timeline
DGICADONEGAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 118 shares 118$2.03K<0.01%-118Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 179 shares; 2025Q2: 443 shares; 2025Q3: 674 shares; 2025Q4: 476 shares; 2026Q1: 212 shares 212$2.01K<0.01%-264Timeline
AKRACADIA RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 1,007 shares; 2025Q1: 1,284 shares; 2025Q2: 1,347 shares; 2025Q3: 928 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105$2.01K<0.01%0Timeline
PAUGINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: 64 shares; 2025Q2: 47 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 47 shares 47$2.01K<0.01%-411Timeline
ANABANAPTYSBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$2K<0.01%0Timeline
SPHRSPHERE ENTERTAINMENT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$2K<0.01%0Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58$1.99K<0.01%0Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 74 shares; 2026Q1: 59 shares 59$1.99K<0.01%-15Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 37 shares; 2026Q1: 36 shares 36$1.99K<0.01%-1Timeline
XBGYXBLACKROCK ENHANCED INTL DIVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365$1.98K<0.01%0Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108$1.97K<0.01%0Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 35 shares; 2026Q1: 50 shares 50$1.97K<0.01%+15Timeline
NVAXNOVAVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241$1.96K<0.01%0Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54$1.96K<0.01%newTimeline
UJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46$1.96K<0.01%newTimeline
NVGSNAVIGATOR HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101$1.95K<0.01%0Timeline
CFOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26$1.93K<0.01%0Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 42 shares 42$1.92K<0.01%+19Timeline
IYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23$1.91K<0.01%0Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 56 shares; 2025Q3: 79 shares; 2025Q4: 56 shares; 2026Q1: 68 shares 68$1.91K<0.01%+12Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 8,234 shares; 2025Q1: 13,721 shares; 2025Q2: 12,946 shares; 2025Q3: 12,633 shares; 2025Q4: 196 shares; 2026Q1: 38 shares 38$1.9K<0.01%-158Timeline
USVMVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20$1.89K<0.01%0Timeline
TMDXTRANSMEDICS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 13 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19$1.89K<0.01%0Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 76 shares 76$1.88K<0.01%+32Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 14 shares; 2025Q2: 26 shares; 2025Q3: 18 shares; 2025Q4: 3 shares; 2026Q1: 100 shares 100$1.87K<0.01%+97Timeline
VFMFVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12$1.86K<0.01%newTimeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 40 shares; 2025Q4: 49 shares; 2026Q1: 47 shares 47$1.84K<0.01%-2Timeline
HPHELMERICH & PAYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 33 shares; 2026Q1: 51 shares 51$1.84K<0.01%+18Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 52 shares; 2025Q1: 70 shares; 2025Q2: 97 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 49 shares 49$1.83K<0.01%-30Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 135 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 225 shares 225$1.83K<0.01%+67Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,213 shares; 2025Q1: 47,365 shares; 2025Q2: 51,769 shares; 2025Q3: 34,079 shares; 2025Q4: 2,036 shares; 2026Q1: 499 shares 499$1.83K<0.01%-1,537Timeline
AUPHAURINIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123$1.82K<0.01%0Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 16 shares; 2026Q1: 22 shares 22$1.82K<0.01%+6Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 149 shares 149$1.81K<0.01%-1,783Timeline
ACVUHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares 66$1.79K<0.01%0Timeline
ARLAMERICAN RLTY INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 116 shares 116$1.79K<0.01%+58Timeline
TECBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,538 shares; 2024Q4: 16,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares 32$1.77K<0.01%newTimeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 65 shares; 2025Q1: 57 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: 300 shares 300$1.77K<0.01%newTimeline
QMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: not reported; 2026Q1: 52 shares 52$1.75K<0.01%newTimeline
SEPZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares 43$1.75K<0.01%0Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares 301$1.74K<0.01%newTimeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 13 shares; 2025Q4: 11 shares; 2026Q1: 20 shares 20$1.73K<0.01%+9Timeline
FPIFARMLAND PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 33 shares; 2025Q1: 46 shares; 2025Q2: 37 shares; 2025Q3: 59 shares; 2025Q4: 78 shares; 2026Q1: 154 shares 154$1.73K<0.01%+76Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 40 shares; 2025Q1: 35 shares; 2025Q2: 23 shares; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 13 shares 13$1.72K<0.01%+3Timeline
IATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32$1.72K<0.01%0Timeline
SEGSEAPORT ENTMT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80$1.72K<0.01%newTimeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 28 shares; 2025Q3: 21 shares; 2025Q4: 82 shares; 2026Q1: 67 shares 67$1.72K<0.01%-15Timeline
GNKGENCO SHIPPING & TRADING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76$1.71K<0.01%0Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$1.71K<0.01%0Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50$1.7K<0.01%0Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 141 shares 141$1.7K<0.01%-292Timeline
PQDIPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 88 shares 88$1.7K<0.01%0Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27$1.68K<0.01%0Timeline
NMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57$1.68K<0.01%0Timeline
BSRRSIERRA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares 49$1.66K<0.01%0Timeline
LOARLOAR HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29$1.66K<0.01%0Timeline
NATLNCR ATLEOS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 38 shares 38$1.66K<0.01%+13Timeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 737 shares; 2025Q2: 899 shares; 2025Q3: 141 shares; 2025Q4: 401 shares; 2026Q1: 189 shares 189$1.65K<0.01%-212Timeline
RELYREMITLY GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 4,872 shares; 2025Q1: 2,158 shares; 2025Q2: 2,306 shares; 2025Q3: 2,205 shares; 2025Q4: 255 shares; 2026Q1: 105 shares 105$1.65K<0.01%-150Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 202 shares; 2025Q3: 196 shares; 2025Q4: 208 shares; 2026Q1: 77 shares 77$1.64K<0.01%-131Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: not reported; 2026Q1: 65 shares 65$1.64K<0.01%newTimeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$1.63K<0.01%newTimeline
NYAXNAYAX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29$1.62K<0.01%0Timeline
OSPNONESPAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154$1.62K<0.01%0Timeline
ITRIITRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 176 shares; 2025Q1: 18 shares; 2025Q2: 31 shares; 2025Q3: 35 shares; 2025Q4: 16 shares; 2026Q1: 18 shares 18$1.61K<0.01%+2Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares 59$1.61K<0.01%newTimeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 984 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$1.61K<0.01%0Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 170 shares 170$1.61K<0.01%-980Timeline
UNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43$1.6K<0.01%newTimeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46$1.6K<0.01%0Timeline
MLRMILLER INDS INC TENNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 35 shares; 2025Q1: 47 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$1.59K<0.01%0Timeline
PKBKPARKE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 56 shares 56$1.59K<0.01%0Timeline
BKEMBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 20 shares 20$1.58K<0.01%-168Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31$1.58K<0.01%0Timeline
BKUBANKUNITED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35$1.58K<0.01%0Timeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122$1.57K<0.01%newTimeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 49 shares; 2025Q1: 98 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 65 shares 65$1.56K<0.01%+17Timeline
FGMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares 26$1.56K<0.01%0Timeline
PPHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 999 shares; 2025Q1: 67 shares; 2025Q2: 16 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$1.56K<0.01%0Timeline
FMATFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27$1.56K<0.01%newTimeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 33 shares; 2025Q4: 50 shares; 2026Q1: 13 shares 13$1.55K<0.01%-37Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$1.55K<0.01%0Timeline
MBSANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares 178$1.54K<0.01%newTimeline
YPFYPF SOCIEDAD ANONIMAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33$1.52K<0.01%0Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 121 shares 121$1.52K<0.01%+87Timeline
OPLNOPENLANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 52 shares 52$1.52K<0.01%+40Timeline
MFDXPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: not reported; 2026Q1: 38 shares 38$1.51K<0.01%newTimeline
ROMOSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48$1.51K<0.01%0Timeline
CWSTCASELLA WASTE SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 110 shares; 2025Q3: 82 shares; 2025Q4: 129 shares; 2026Q1: 19 shares 19$1.51K<0.01%-110Timeline
DHCDIVERSIFIED HEALTHCARE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 222 shares; 2026Q1: 227 shares 227$1.51K<0.01%+5Timeline
FSTRFOSTER L B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54$1.51K<0.01%0Timeline
KTFDWS MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 165 shares 165$1.5K<0.01%0Timeline
BANCBANC OF CALIFORNIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 85 shares 85$1.49K<0.01%+41Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 92 shares 92$1.49K<0.01%+57Timeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 42 shares; 2026Q1: 16 shares 16$1.49K<0.01%-26Timeline
PFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37$1.48K<0.01%0Timeline
BBLUEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100$1.48K<0.01%0Timeline
TLXTELIX PHARMACEUTICAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 41 shares; 2025Q4: 45 shares; 2026Q1: 153 shares 153$1.46K<0.01%+108Timeline
NCZVIRTUS CONVERTIBLE & INC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109$1.46K<0.01%0Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 18 shares; 2025Q4: 10 shares; 2026Q1: 25 shares 25$1.46K<0.01%+15Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18$1.45K<0.01%newTimeline
TBBKBANCORP INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares 27$1.45K<0.01%0Timeline
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 23 shares 23$1.44K<0.01%+13Timeline
RRRRED ROCK RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 29 shares; 2026Q1: 27 shares 27$1.44K<0.01%-2Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 948 shares; 2025Q1: 782 shares; 2025Q2: 910 shares; 2025Q3: 1,792 shares; 2025Q4: 70 shares; 2026Q1: 19 shares 19$1.44K<0.01%-51Timeline
SHBISHORE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76$1.42K<0.01%newTimeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 31 shares 31$1.42K<0.01%-7Timeline
SSLSASOL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 595 shares; 2025Q4: 101 shares; 2026Q1: 108 shares 108$1.4K<0.01%+7Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 41 shares 41$1.39K<0.01%+19Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26$1.38K<0.01%0Timeline
IQIQIYI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 351 shares; 2026Q1: 1,015 shares 1,015$1.37K<0.01%+664Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 41 shares 41$1.37K<0.01%-59Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 9 shares; 2025Q3: 4 shares; 2025Q4: 16 shares; 2026Q1: 15 shares 15$1.36K<0.01%-1Timeline
CMDTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42$1.35K<0.01%newTimeline
SYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38$1.35K<0.01%newTimeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 44 shares; 2025Q1: 97,797 shares; 2025Q2: 44 shares; 2025Q3: 230 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25$1.35K<0.01%0Timeline
STEPSTEPSTONE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 98 shares; 2025Q4: 83 shares; 2026Q1: 28 shares 28$1.34K<0.01%-55Timeline
TWOTWO HARBORS INVENTMENT CORPOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 197 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117$1.34K<0.01%0Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 93 shares 93$1.33K<0.01%+2Timeline
SEZLSEZZLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 6 shares; 2026Q1: 21 shares 21$1.33K<0.01%+15Timeline
LUNRINTUITIVE MACHINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares 71$1.32K<0.01%newTimeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 376 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 40 shares; 2025Q4: 30 shares; 2026Q1: 29 shares 29$1.32K<0.01%-1Timeline
FINTADVISORS INNER CIRCLE FD IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$1.31K<0.01%0Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 38 shares; 2025Q2: 162 shares; 2025Q3: 134 shares; 2025Q4: 64 shares; 2026Q1: 56 shares 56$1.3K<0.01%-8Timeline
STCSTEWART INFORMATION SVCS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$1.29K<0.01%0Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 16 shares; 2025Q3: 104 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14$1.29K<0.01%0Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 136 shares; 2025Q1: 139 shares; 2025Q2: 171 shares; 2025Q3: 11 shares; 2025Q4: 37 shares; 2026Q1: 34 shares 34$1.29K<0.01%-3Timeline
WINAWINMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$1.28K<0.01%0Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 42 shares; 2026Q1: 81 shares 81$1.28K<0.01%+39Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 49 shares 49$1.27K<0.01%-424Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 31 shares 31$1.27K<0.01%-103Timeline
EMCSDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 576 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 56 shares; 2025Q4: 41 shares; 2026Q1: 34 shares 34$1.26K<0.01%-7Timeline
TUYATUYA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares 546$1.26K<0.01%newTimeline
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares 86$1.25K<0.01%newTimeline
FAXABRDN ASIA PACIFIC INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 86 shares 86$1.24K<0.01%-128Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 64 shares; 2026Q1: 131 shares 131$1.24K<0.01%+67Timeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9$1.23K<0.01%0Timeline
SMBSSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 24 shares; 2026Q1: 48 shares 48$1.23K<0.01%+24Timeline
MNKDMANNKIND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 499 shares 499$1.22K<0.01%-33Timeline
LAURLAUREATE ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35$1.22K<0.01%newTimeline
AVNMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16$1.22K<0.01%0Timeline
PSIXPOWER SOLUTIONS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20$1.22K<0.01%0Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 330 shares; 2025Q3: 1,039 shares; 2025Q4: 164 shares; 2026Q1: 50 shares 50$1.22K<0.01%-114Timeline
OIIOCEANEERING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 34 shares 34$1.21K<0.01%0Timeline
SBHSALLY BEAUTY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 87 shares 87$1.21K<0.01%0Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18$1.2K<0.01%0Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84$1.2K<0.01%0Timeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 58 shares; 2026Q1: 46 shares 46$1.19K<0.01%-12Timeline
BUSEFIRST BUSEY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares 47$1.19K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 191. All 191

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR335,387$30.8Mshares
TGNATEGNA INC221,714$4.3Mshares
AMCOR PLCAMCOR PLC281,797$2.35Mshares
FUBOTV INCFUBOTV INC15,000$1.49Mshares
PIPRPIPER SANDLER COS2,643$898Kshares
RNAMAVIDITY BIOSCIENCES INC5,967$430Kshares
KMPRKEMPER CORP5,586$226Kshares
EXASEXACT SCIENCES CORP1,676$170Kshares
CFLTCONFLUENT INC-CLASS A4,830$146Kshares
PNFPPINNACLE FINANCIAL PARTNERS1,408$134Kshares
NSPINSPERITY INC2,852$110Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL244$109Kshares
IGOVISHARES TR2,257$94Kshares
JJSFJ & J SNACK FOODS CORP989$89.4Kshares
DGINVANECK ETF TRUST2,047$83.8Kshares
VERXVERTEX INC4,180$83.5Kshares
FELGFIDELITY COVINGTON TRUST1,741$72.6Kshares
RDIVINVESCO EXCH TRADED FD TR II1,048$54.5Kshares
GARPISHARES TR618$42.1Kshares
FBRTFRANKLIN BSP RLTY TR INC4,028$40.4Kshares
OROR ROYALTIES INC.1,022$36.2Kshares
DAYDAYFORCE INC461$31.9Kshares
PARPAR TECHNOLOGY CORP785$28.5Kshares
INCEFRANKLIN TEMPLETON ETF TR435$26.6Kshares
PDOPIMCO DYNAMIC INCOME OPRNTS1,896$26.2Kshares
CMACOMERICA INC267$23.2Kshares
CIVICIVITAS RESOURCES INC835$22.6Kshares
BTZBLACKROCK CR ALLOCATION1,645$17.8Kshares
CADECADENCE BANK389$16.7Kshares
BPREBLUEROCK PVT REAL ESTATE FD1,026$15.4Kshares
SCMSTELLUS CAP INVT CORP1,200$15.2Kshares
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR944$14.4Kshares
FHYSFEDERATED HERMES ETF TRUST600$14Kshares
BILLBILL HOLDINGS INC252$13.7Kshares
LRNDNYLIM ETF TR317$12.9Kshares
SNVSYNOVUS FINANCIAL CORP250$12.5Kshares
IGHGPROSHARES TR137$10.7Kshares
TIDAL TRUST ITIDAL TRUST I625$10.2Kshares
EBEVENTBRITE INC-CLASS A2,263$10.1Kshares
SPSCSPS COMM INC101$9Kshares
HFROHIGHLAND OPPS & INCOME FD1,500$8.97Kshares
INCOCOLUMBIA ETF TR II133$8.62Kshares
SMINISHARES TR122$8.53Kshares
VGMINVESCO TR INVT GRADE MUNS809$8.39Kshares
MIYBLACKROCK MUNIYIELD MICH QU700$8.22Kshares
MTBASIMPLIFY EXCHANGE TRADED FUN160$8.07Kshares
DMADESTRA MULTI-ALTERNATIVE FD852$7.64Kshares
FLOFLOWERS FOODS INC685$7.45Kshares
MGICMAGIC SOFTWARE ENTERPRISES284$7.31Kshares
GPIXGOLDMAN SACHS ETF TR138$7.29Kshares
SAILSAILPOINT INC349$7.06Kshares
SHOESHOE STA GROUP INC410$6.92Kshares
BKAGBNY MELLON ETF TRUST158$6.7Kshares
JSCPJ P MORGAN EXCHANGE TRADED F137$6.51Kshares
PCRBPUTNAM ETF TRUST129$6.36Kshares
PDNINVESCO EXCH TRADED FD TR II149$6.29Kshares
IBNDSPDR SERIES TRUST195$6.26Kshares
HFNDTIDAL TRUST I263$5.93Kshares
SILJAMPLIFY ETF TR200$5.53Kshares
PBDCPUTNAM ETF TRUST176$5.39Kshares
LNWOLIGHT & WONDER INC50$5.16Kshares
HPIHANCOCK JOHN PFD INCOME FD315$5.1Kshares
EVLNMORGAN STANLEY ETF TRUST102$5.05Kshares
CAPEDOUBLELINE ETF TRUST145$4.67Kshares
CCCCCC INTELLIGENT SOLUTIONS HL571$4.54Kshares
BCTKBARON ETF TR175$4.4Kshares
URNMSPROTT FDS TR77$4.23Kshares
NVGNUVEEN AMT FREE MUN CR INC F328$4.15Kshares
GRNBVANECK ETF TRUST164$3.99Kshares
BCHPPRINCIPAL EXCHANGE TRADED FD104$3.9Kshares
EFAXSPDR INDEX SHS FDS76$3.83Kshares
SMPLSIMPLY GOOD FOODS CO188$3.77Kshares
CNMDCONMED CORP81$3.29Kshares
FXEDTIDAL TRUST I183$3.28Kshares
ABNDAMERICAN CENTY ETF TR66$2.92Kshares
GBDCGOLUB CAP BDC INC207$2.81Kshares
LBRDALIBERTY BROADBAND CORP57$2.75Kshares
TDSCEXCHANGE LISTED FDS TR108$2.72Kshares
STXGEA SERIES TRUST51$2.6Kshares
EEFTEURONET WORLDWIDE INC34$2.59Kshares
OBDCBLUE OWL CAPITAL CORPORATION200$2.49Kshares
COTYCOTY INC801$2.47Kshares
SGHCSUPER GROUP SGHC LIMITED200$2.39Kshares
BLBLACKLINE INC43$2.38Kshares
JETSETF SER SOLUTIONS83$2.33Kshares
PCHPOTLATCHDELTIC CORP58$2.31Kshares
CACCCREDIT ACCEP CORP MICH5$2.22Kshares
POWIPOWER INTEGRATIONS INC62$2.2Kshares
XDHYXCREDIT SUISSE HIGH YIELD CRE1,075$2.15Kshares
PNQIINVESCO EXCHANGE TRADED FD T39$2.1Kshares
BITBLACKROCK MULTI SECTOR INC T161$2.1Kshares
FYBRFRONTIER COMMUNICATIONS PARE53$2.02Kshares
DDSDILLARDS INC3$1.82Kshares
ANNXANNEXON INC333$1.67Kshares
PRGSPROGRESS SOFTWARE CORP36$1.55Kshares
GTMZOOMINFO TECHNOLOGIES INC140$1.42Kshares
FSKFS KKR CAP CORP96$1.42Kshares
BITOPROSHARES TR116$1.41Kshares
TTMITTM TECHNOLOGIES INC20$1.38Kshares
TSITCW STRATEGIC INCOME FD INC273$1.35Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001344551-26-000005 base2026-05-06acceptance time not in the bulk data set